When should you use Lead Triage?

Triggered on form submission, or on request: "triage this lead", "should we work this inbound".

What can Lead Triage change in your CRM?

Nothing without confirmation — routing and properties are proposed, not applied. Prepares a change and shows it to you. Nothing lands in the CRM until you apply it.

What does Lead Triage need access to?

A connected HubSpot account and Web or Breeze enrichment.

Does Lead Triage send your data anywhere?

The lead's email domain and company, to the enrichment provider.

What do you have to give Lead Triage?

A contact email or the form submission. Optionally your ICP and routing rules.

How do you use Lead Triage?

Point an MCP client at the skills.org library and it is available as a tool, so a fix reaches you without a re-copy. If your client does not speak MCP, the skill is a markdown file you can paste wherever you keep your prompts.

Lead Triage

Asks first

Does the first-five-minutes work on a fresh inbound lead: enrich, score against the ICP, recommend an owner, and draft the first reply.

Try it

Scan

Instructions

Install

FAQ

Prepares a change and shows it to you. Nothing lands in the CRM until you apply it.

Needs

A connected HubSpot account
Web or Breeze enrichment

Reads

The new contact
Company data
Public web

Can change

Nothing without confirmation — routing and properties are proposed, not applied

Leaves your portal

The lead's email domain and company, to the enrichment provider

Inputs: A contact email or the form submission. Optionally your ICP and routing rules.
Built for: Marketing Meg, Operator Owen

Works in

HubSpot
Claude
ChatGPT
Gemini
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